Sequoia Financial Advisors, LLC

Position in SR — Spire Inc

CIK 1599900 Akron, OH

Position in SR

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$645,726

-$321,331 QoQ

Shares Held

8,269

-22.6% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#198

of 393 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $12,815,723 across 11 Utilities - Regulated Gas names. SR ranks #6 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPC	Brookfield Infrastructure Corp	77,350	$2,977,975
2	NI	Nisource Inc.	50,445	$2,398,659
3	ATO	Atmos Energy Corp	10,364	$1,785,406
4	BKH	Black Hills Corp /Sd/	21,332	$1,587,100
5	SWX	Southwest Gas Holdings, Inc.	7,685	$681,505
6	SR	Spire Inc This page	8,269	$645,726
7	UGI	Ugi Corp /Pa/	17,947	$619,889
8	OGS	ONE Gas, Inc.	7,933	$611,396

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$645,726	8,269	-22.6%	Shares	Sole	2026-07-17
2026-03-31	$967,057	10,681	-0.6%	Shares	Sole	2026-04-30
2025-12-31	$888,859	10,748	+15.2%	Shares	Sole	2026-02-03
2025-09-30	$760,744	9,332	+13.8%	Shares	Sole	2025-10-29
2025-06-30	$598,590	8,201	+94.6%	Shares	Sole	2025-07-25
2024-12-31	$285,903	4,215	+0.7%	Shares	Sole	2025-08-08
2024-09-30	$281,675	4,186	-5.4%	Shares	Sole	2024-10-21
2024-06-30	$268,608	4,423	+0.9%	Shares	Sole	2024-07-15
2024-03-31	$268,984	4,383	-66.5%	Shares	Sole	2024-04-30
2023-12-31	$815,781	13,086	+236.8%	Shares	Sole	2024-01-26
2023-09-30	$219,813	3,885	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.